Wealthspire Advisors (New York)’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
6,618
-121
| -2% | -$7.47K | ﹤0.01% | 591 |
|
|
2025
Q1 | $402K | Sell |
6,739
-6,455
| -49% | -$385K | ﹤0.01% | 570 |
|
|
2024
Q4 | $825K | Buy |
13,194
+6,310
| +92% | +$394K | 0.01% | 412 |
|
|
2024
Q3 | $429K | Sell |
6,884
-311
| -4% | -$19.4K | ﹤0.01% | 530 |
|
|
2024
Q2 | $416K | Hold |
7,195
| – | – | 0.01% | 466 |
|
|
2024
Q1 | $439K | Hold |
7,195
| – | – | 0.01% | 447 |
|
|
2023
Q4 | $413K | Hold |
7,195
| – | – | 0.01% | 449 |
|
|
2023
Q3 | $365K | Sell |
7,195
-381
| -5% | -$19.3K | 0.01% | 452 |
|
|
2023
Q2 | $401K | Sell |
7,576
-113
| -1% | -$5.98K | 0.01% | 408 |
|
|
2023
Q1 | $382K | Sell |
7,689
-100
| -1% | -$4.97K | 0.01% | 398 |
|
|
2022
Q4 | $379K | Hold |
7,789
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $343K | Hold |
7,789
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $358K | Hold |
7,789
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $426K | Buy |
7,789
+391
| +5% | +$21.4K | 0.01% | 294 |
|
|
2021
Q4 | $416K | Hold |
7,398
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $385K | Buy |
+7,398
| New | +$385K | 0.01% | 408 |
|
|
2021
Q2 | – | Sell |
-8,105
| Closed | -$413K | – | 477 |
|
|
2021
Q1 | $413K | Buy |
+8,105
| New | +$413K | 0.01% | 446 |
|
|
2020
Q2 | – | Sell |
-10,500
| Closed | -$277K | – | 356 |
|
|
2020
Q1 | $277K | Buy |
+10,500
| New | +$277K | 0.01% | 402 |
|